Funder DirectoryCAROL AND ALAN J BERNON FAMILY
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Private foundation (trust)EIN 046661364Est. 1991-11

CAROL AND ALAN J BERNON FAMILY

EAST GREENWICH, RI 02818

Total Assets

$7.8M

FY 2024

Annual Giving

$903K

FY 2024

Grants Made

12

FY 2024

Avg Grant

$75K

FY 2024

Grant Range

$500–$400K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$1.1M

Total Expenses

$912K

Qualifying Distributions

$903K

Distributable Amount

$382K

Min. Investment Return

$391K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

12 grants

Grant sizes from minimum $500 through median $40K to maximum $400K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $1.0M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

42 grants

HOFSTRA UNIVERSITY
$1.5M
4 grants
NEW YORK UNIVERSITY
$613K
3 grants
GEORGE W BUSH FOUNDATION
$325K
3 grants
JEWISH FEDERATION OF GREATER DALLAS
$250K
4 grants
WORCESTER ACADEMY
$240K
3 grants
BIG BROTHERS BIG SISTERS (LONE STAR)
$230K
4 grants
USA FILM FESTIVAL
$100K
4 grants
JEWISH BIG BROTHERS BIG SISTERS - BOSTON
$85K
3 grants

Grant Size Distribution

42 grants

<$10K
6
grants
$10–50K
21
grants
$50–250K
10
grants
$250K–1M
5
grants
$1–5M
$5M+

Geographic Focus

5 states

New York
$2.4M
67% of total
Texas
$793K
22% of total
Massachusetts
$356K
10% of total
Kansas
$75K
2% of total
Oklahoma
$3K
0% of total

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CAROL AND ALAN J BERNON FAMILY — Grants, Financials & Contact | Grantivo